+52.3%
EQIX vs BAH
+8.7%
+43.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +1.3% | -1.6% | +2.9% | +1.5% |
| 30D | +3.4% | +18.0% | -14.6% | +1.4% |
| 3M | +3.9% | +11.4% | -7.5% | +2.5% |
| 6M | -0.7% | +17.7% | -18.4% | -3.3% |
| YTD | +41.5% | +5.4% | +36.2% | +38.9% |
| 1Y | +32.9% | +2.8% | +30.1% | +30.8% |
| 3Y | +48.3% | -26.7% | +75.0% | +49.0% |
| 5Y | +52.3% | +8.1% | +44.3% | +27.6% |
| All | +52.3% | +8.7% | +43.6% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BAH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling